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UUP Institutional Ownership

Invesco DB US Dollar Index Bullish Fund
1W: +0.0% 1M: +1.4% 3M: +1.5% YTD: +7.0% 1Y: +3.9% 3Y: +8.1% 5Y: +29.1%
$29.12
+0.11 (+0.38%)
After Hours: $29.26 (+0.14, +0.46%)
Weekly Expected Move ±0.7%
$29 $29 $29 $29 $29
ETF AMEX · AUM $491.8M

Institutional Ownership — UUP

107
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
216M
Total Invested
15
New Positions
19
Increased
59
Reduced
28
Closed
1.25
Put/Call Ratio

Ownership Trends

Top Institutional Holders (122 total)

# Holder Shares Value Change Change % Holding Period Filing
1 POTOMAC FUND MANAGEMENT INC /ADV 1,055,200 31M +47,318 +4.7% 2Q SEC ↗
2 MORGAN STANLEY 1,050,488 30M +252,464 +31.6% 33Q SEC ↗
3 Tidal Investments LLC 928,060 27M -647,345 -41.1% 2Q SEC ↗
4 New York Life Investment Management LL 633,892 18M +573,884 +956.3% 2Q SEC ↗
5 CITADEL ADVISORS LLC 416,859 12M +159,654 +62.1% 3Q SEC ↗
6 Empowered Funds, LLC 368,950 11M -120,684 -24.6% 2Q SEC ↗
7 HRT FINANCIAL LP 359,661 10M +16,321 +4.8% 3Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 307,634 9M — +0.0% 1Q SEC ↗
9 AMERIPRISE FINANCIAL INC 220,075 6M +26,932 +13.9% 16Q SEC ↗
10 Cetera Investment Advisers 161,168 5M +17,145 +11.9% 10Q SEC ↗
11 EXCHANGE TRADED CONCEPTS, LLC 150,535 4M -9,775 -6.1% 11Q SEC ↗
12 Pettinga Financial Advisors LLC 137,690 4M +23,015 +20.1% 7Q SEC ↗
13 Jefferies Financial Group Inc. 128,368 4M +21,348 +19.9% 3Q SEC ↗
14 JPMORGAN CHASE & CO 127,464 4M -2,797,316 -95.6% 33Q SEC ↗
15 Foundations Investment Advisors, LLC NEW 119,686 3M — +0.0% 1Q SEC ↗
16 GOLDMAN SACHS GROUP INC 115,694 3M — +0.0% 11Q SEC ↗
17 HARBOUR INVESTMENTS, INC. 103,204 3M -14,642 -12.4% 2Q SEC ↗
18 UBS Group AG 91,568 3M +25,741 +39.1% 33Q SEC ↗
19 ROYAL BANK OF CANADA 80,162 2M +3,788 +5.0% 33Q SEC ↗
20 BNP PARIBAS FINANCIAL MARKETS 75,277 2M -204,933 -73.1% 14Q SEC ↗
21 Mutual Advisors, LLC 67,434 2M -50,650 -42.9% 2Q SEC ↗
22 Cornerstone Wealth Management, LLC 66,741 2M +5,100 +8.3% 2Q SEC ↗
23 ENVESTNET ASSET MANAGEMENT INC 63,664 2M +9,957 +18.5% 26Q SEC ↗
24 OSAIC HOLDINGS, INC. 62,991 2M +4,342 +7.4% 26Q SEC ↗
25 GUARDIAN WEALTH ADVISORS, LLC / NC 53,582 2M -122 -0.2% 4Q SEC ↗
26 LPL Financial LLC 49,070 1M -218,965 -81.7% 33Q SEC ↗
27 BANK OF AMERICA CORP /DE 46,098 1M -224,381 -83.0% 15Q SEC ↗
28 Synergy Asset Management, LLC NEW 36,660 1M — +0.0% 1Q SEC ↗
29 WELLS FARGO & COMPANY/MN 34,343 996K -8,910 -20.6% 33Q SEC ↗
30 TWO SIGMA SECURITIES, LLC NEW 31,221 906K — +0.0% 1Q SEC ↗
31 CCG WEALTH MANAGEMENT, LLC 30,395 882K -980 -3.1% 2Q SEC ↗
32 IMC-Chicago, LLC 30,366 881K -284,358 -90.4% 3Q SEC ↗
33 MML INVESTORS SERVICES, LLC 28,556 828K +13,366 +88.0% 3Q SEC ↗
34 HighTower Advisors, LLC 27,700 804K +17,087 +161.0% 2Q SEC ↗
35 RAYMOND JAMES FINANCIAL INC 27,529 799K -163,920 -85.6% 6Q SEC ↗
36 IPG Investment Advisors LLC NEW 26,256 762K — +0.0% 1Q SEC ↗
37 Focus Partners Wealth 26,171 759K -13,336 -33.8% 5Q SEC ↗
38 Kovack Advisors, Inc. 25,852 750K -37,490 -59.2% 9Q SEC ↗
39 QUANTUM FINANCIAL PARTNERS LLC NEW 25,220 732K — +0.0% 1Q SEC ↗
40 US BANCORP \DE 23,168 672K -37,633 -61.9% 2Q SEC ↗
41 PFG Advisors NEW 18,473 536K — +0.0% 1Q SEC ↗
42 Intrua Financial, LLC 17,699 513K -225,473 -92.7% 14Q SEC ↗
43 Bank of New York Mellon Corp 13,951 405K -500 -3.5% 17Q SEC ↗
44 Cambridge Investment Research Advisors 12,221 355K -13,469 -52.4% 19Q SEC ↗
45 &PARTNERS 11,741 341K -1,160 -9.0% 3Q SEC ↗
46 Integrated Wealth Concepts LLC 11,005 319K -325 -2.9% 17Q SEC ↗
47 MATHER GROUP, LLC. NEW 10,699 310K — +0.0% 1Q SEC ↗
48 Mariner, LLC 9,380 272K +1,806 +23.8% 2Q SEC ↗
49 FLOW TRADERS U.S. LLC NEW 8,566 248K — +0.0% 1Q SEC ↗
50 Axim Planning & Wealth 8,227 239K -494 -5.7% 2Q SEC ↗
Biggest Increases (19)
HolderAddedChange %Total Shares
New York Life Investment Management +573,884 +956.3% 633,892
MORGAN STANLEY +252,464 +31.6% 1,050,488
CITADEL ADVISORS LLC +159,654 +62.1% 416,859
POTOMAC FUND MANAGEMENT INC /ADV +47,318 +4.7% 1,055,200
AMERIPRISE FINANCIAL INC +26,932 +13.9% 220,075
UBS Group AG +25,741 +39.1% 91,568
Pettinga Financial Advisors LLC +23,015 +20.1% 137,690
Jefferies Financial Group Inc. +21,348 +19.9% 128,368
Cetera Investment Advisers +17,145 +11.9% 161,168
HighTower Advisors, LLC +17,087 +161.0% 27,700
HRT FINANCIAL LP +16,321 +4.8% 359,661
MML INVESTORS SERVICES, LLC +13,366 +88.0% 28,556
ENVESTNET ASSET MANAGEMENT INC +9,957 +18.5% 63,664
Cornerstone Wealth Management, LLC +5,100 +8.3% 66,741
OSAIC HOLDINGS, INC. +4,342 +7.4% 62,991
ROYAL BANK OF CANADA +3,788 +5.0% 80,162
Mariner, LLC +1,806 +23.8% 9,380
Geneos Wealth Management Inc. +1,036 +40.8% 3,576
NATIONAL BANK OF CANADA /FI +470 +163.2% 758
Biggest Decreases (20)
HolderReducedChange %Total Shares
JPMORGAN CHASE & CO -2,797,316 -95.6% 127,464
Tidal Investments LLC -647,345 -41.1% 928,060
IMC-Chicago, LLC -284,358 -90.4% 30,366
Intrua Financial, LLC -225,473 -92.7% 17,699
BANK OF AMERICA CORP /DE -224,381 -83.0% 46,098
LPL Financial LLC -218,965 -81.7% 49,070
BNP PARIBAS FINANCIAL MARKETS -204,933 -73.1% 75,277
RAYMOND JAMES FINANCIAL INC -163,920 -85.6% 27,529
Steward Partners Investment Advisor -154,118 -99.0% 1,577
Empowered Funds, LLC -120,684 -24.6% 368,950
Mutual Advisors, LLC -50,650 -42.9% 67,434
Farther Finance Advisors, LLC -49,156 -93.8% 3,257
US BANCORP \DE -37,633 -61.9% 23,168
Kovack Advisors, Inc. -37,490 -59.2% 25,852
HARBOUR INVESTMENTS, INC. -14,642 -12.4% 103,204
Cambridge Investment Research Advis -13,469 -52.4% 12,221
Focus Partners Wealth -13,336 -33.8% 26,171
Larson Financial Group LLC -13,271 -99.0% 130
EXCHANGE TRADED CONCEPTS, LLC -9,775 -6.1% 150,535
WELLS FARGO & COMPANY/MN -8,910 -20.6% 34,343

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms